Naser Farooqui
Client Services Analyst at Harvest Investments, LTD- Claim this Profile
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Bio
Experience
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Harvest Investments, LTD
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United States
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Financial Services
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1 - 100 Employee
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Client Services Analyst
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Jan 2021 - Present
• Work with the Senior Analyst team to identify any issues and work with the clients at hand. • Provide clients with valuations for assets to meet their needs. Manage & grow client relationships • Work with Bank Portfolios, wire money transfers, Money Market Funds, Credit Funds. • Prepares consolidating reporting, and various other financial statements & reports • Responsible for collecting data from external and internal systems; using advanced Excel functions & formulas. • Utilize Excel to develop spread sheets to organize, analyze and compare company data/statistics to provide to businesses. • Serve as an external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnerships • Responsible for analyzing, modifying and adding new data to any statistical inconsistencies in financial reports. • Research client requests and general client service& interactions with clients daily Show less
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MFFL Chicago
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Chicago, Illinois, United States
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Vice President
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Jan 2020 - Present
-Charity based competitive Flag football league started up -Create a plan, budget, create social media pages, organize & find location to play the football games -Hire a capable team of volunteers to help and assist with me game-day activities planning, budgeting, costs, food, social media promotion -Ensure we have all the equipment & referees needed to play the games every Sunday, and make sure every team has jerseys -Make sure the website mfflchicago.com stays up to date & the social media pages -Make sure after the games are played that field and equipment is properly cleaned Show less
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CME Group
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United States
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Financial Services
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700 & Above Employee
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Procurement/Financial Analyst
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Aug 2020 - Jan 2021
• Facilitated purchase orders and the procurement process for the buyers of technology and services. • Drive business & data analysis including financial, contractual, and operational performance to help support sourcing projects • Analyzed forecasting and budgeting reports at the end of each month from monthly dashboards and pivot tables. • Managed Key Performance Indicators and monitored relevant productivity and operational metrics • Researched contract management, evaluation tracking, and coordination of QBRs searches. • Maintained the contracts database by ensuring all executed contracts are uploaded to the database almost 50 contracts uploaded daily with key contract fields captured. • Create monthly dashboards for presentation at the end of each month by pulling raw data from Workday & Excel & using PowerBi & Workday as a tool to create monthly dashboards. • Helped manage the P-Card program and monthly reconciliations. • Performances & analyses of actual, forecast and budget results with a focus on key business factors • Coordinated procurement supplier activities while adhering to procurement policies and best practices, and effectively partnering with internal customers. Show less
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LA Fitness
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Operations Team Member
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Jul 2018 - Dec 2020
-The job of our Operations staff is to ensure that our members receive exceptional service from a happy, friendly staff in a clean and well-maintained facility -Operations staff works with hires, train, develop, and supervise all Front Desk, Kids Club, and Janitorial staff, resolve all membership issues, update past due accounts, manage payroll and supplies budget, and uphold company standards -Managing Higher Volume check-in locations -Improvement in personal/club commissions -The job of our Operations staff is to ensure that our members receive exceptional service from a happy, friendly staff in a clean and well-maintained facility -Operations staff works with hires, train, develop, and supervise all Front Desk, Kids Club, and Janitorial staff, resolve all membership issues, update past due accounts, manage payroll and supplies budget, and uphold company standards -Managing Higher Volume check-in locations -Improvement in personal/club commissions
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Harvest Investments, LTD
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United States
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Financial Services
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1 - 100 Employee
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Data Specialist
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Nov 2019 - Mar 2020
• Responsible for collecting data from external and internal systems; using advanced Excel. • Organized, analyzed and compared company data/statistics to provide to businesses. • Responsible for analyzing, modifying and adding new data to any statistical inconsistencies in reports. • Pulled datasets from client files from various database platforms and cleaned the raw data using various Excel functions & formulas. • Assisted with various administrative tasks, such as data entry, report generation, and record keeping, demonstrating strong organizational and administrative skills Show less
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Benedictine University
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United States
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Higher Education
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400 - 500 Employee
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Public relations for Sports Club
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Oct 2015 - May 2019
-Handle social media accounts & promote club events to students and staff -Work with the treasurer to determine the costs for events -Stay updated with the latest sports news & topics to discuss at weekly club meetings -Create and edit flyers, advertisements for weekly events -Handle social media accounts & promote club events to students and staff -Work with the treasurer to determine the costs for events -Stay updated with the latest sports news & topics to discuss at weekly club meetings -Create and edit flyers, advertisements for weekly events
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Education
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Benedictine University
Business Analytics, Business Administration and Management, General